Golden State Wealth Management’s Dell DELL Stock Holding History

Golden State Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Sell	3,619 -407	-10%	-$118K	0.14%	143
2026 Q1	$661K	Sell	4,026 -330	-8%	-$44K	0.07%	214
2025 Q4	$548K	Sell	4,356 -860	-16%	-$121K	0.06%	238
2025 Q3	$739K	Buy	5,216 +525	+11%	+$68.1K	0.08%	187
2025 Q2	$575K	Buy	4,691 +280	+6%	+$28.6K	0.07%	206
2025 Q1	$402K	Buy	4,411 +1,558	+55%	+$165K	0.06%	238
2024 Q4	$329K	Buy	+2,853	New	+$358K	0.05%	263
2020 Q2	–	Sell	-331	Closed	-$7K	–	399
2020 Q1	$7K	Buy	+331	New	+$7.63K	﹤0.01%	678
2019 Q4	–	Sell	-1,872	Closed	-$49K	–	240
2019 Q3	$49K	Sell	1,872 -5,327	-74%	-$141K	0.02%	429
2019 Q2	$185K	Hold	7,199	–	–	0.06%	236
2019 Q1	$214K	Buy	+7,199	New	+$190K	0.07%	217

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Wealth Management's DELL Position: Q2 2026 in Review

Golden State Wealth Management reduced its Dell (DELL) stake by 10% in Q2 2026, selling an estimated $118K and leaving 3,619 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #143.

Golden State Wealth Management first reported a position in DELL in Q1 2019 and has held it in 11 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Golden State Wealth Management held 3,619 shares of Dell worth $1.56M as of Q2 2026.
Golden State Wealth Management sold 407 Dell shares in Q2 2026, an estimated $118K.
Dell made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #143 holding.
Golden State Wealth Management first reported a position in Dell in Q1 2019 and has held it in 11 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.